Louma for Professional Services
Turn enquiries into consultations, and proposals into clients
Firms lose new business between the enquiry and the engagement letter. Louma books the consultation, follows up on the proposal, tracks referrals by source, and shows partners which practice areas and campaigns produce clients.
Daniel Reyes
Source: Google Ads · "dental implants near me" · Owner: Sarah M.Timeline all channels
The reality in professional services
Professional services sell on trust — and lose on follow-up
A prospect requests a consultation on Tuesday. The partner is in client meetings until Thursday. By then the prospect has met another firm.
Enquiries handled by fee earners
Partners and consultants field enquiries between billable work; response times stretch to days.
Proposals without a cadence
Proposals are sent and then politely left alone, because nobody wants to seem pushy.
Referrals untracked
Most new business comes from referrals, yet nobody knows which referrers to thank or which events actually paid off.
How professional services businesses run on Louma
From enquiry to engagement
Consultation booking without the back-and-forth
Booking pages per service and partner, confirmation and reminders, and a pre-consultation intake form that arrives on the record.
Appointment bookingProposal follow-up sequences
A pipeline from enquiry → consultation → proposal → engaged, with respectful automated follow-ups and partner tasks when the prospect replies.
Marketing automationReferral and source attribution
Every lead carries its source: referral partner, event, content, ads. Revenue by source shows which relationships to invest in.
ReportingClient nurturing and cross-sell
Sequences by service line — year-end reminders, renewal dates, new regulation updates — that create the next engagement.
EmailA typical setup
What a professional services implementation looks like
During implementation we configure Louma around how professional services businesses actually generate, work and close opportunities. A typical configuration includes:
- New-business pipeline per practice area with proposal stages
- Service, entity type and engagement value custom fields
- Intake and qualification forms feeding the record
- Consultation calendars per partner or consultant with reminders
- Proposal follow-up sequences and stale-proposal alerts
- Referral partner tracking and thank-you workflows
- Renewal and seasonal client campaigns
- Business calling with call notes on the contact
- Partner dashboard: enquiries, consultations, proposals, engagements by source
Need more opportunities?
Need a steadier flow of qualified enquiries?
Louma's qualified lead generation can target businesses matching your ideal client profile, run compliant outreach, and deliver only those who've asked for a consultation or a proposal.
Get Qualified LeadsCommon questions from professional services teams
Is Louma appropriate for a regulated firm?
Louma provides role-based permissions, access management and secure infrastructure. Sector-specific compliance obligations remain yours; we'll walk through your requirements before implementation and won't claim certifications we don't hold.
Can we track referrals?
Yes. Referral source is captured on each lead and reported against consultations, proposals and engaged revenue.
Can partners keep their own calendars?
Yes, with two-way sync to Google or Outlook so billable meetings block booking availability.
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See how Louma would work for your professional services business
Book a 30-minute demo. We'll walk through your lead sources, your sales process and exactly what Louma would automate for you.